I know markets are crazy right now, but I don’t want you losing any sleep over the current gyrations. Keep in mind that at the time of this writing, we are down only 10% from all-time highs.

Turn off the TV, go for a walk, read a book, or do whatever calms you down – but most importantly, quit checking stock prices. We should be far more concerned about what the businesses will be worth in 5 years than what the stock price did today.

Next week, I will share some thoughts with you about why you need to learn to love bad markets. But for now, in the words of the great philosopher and market pundit, Bob Marley, “Don’t worry, be happy. Everything’s gonna be alright.”

In the meantime, I want to give you an uncensored video broadcast I filmed for my exclusive Heatseekers subscribers. While I can’t reveal the specific stock recommendation in this video, as that would be unfair to my paid subscribers, I want to emphasize one type of investment that I believe will be highly profitable in the years ahead, regardless of the market gyrations.

You may ask whether I’m missing out on the big trends because I’m such a fanatic about the prices I pay for the businesses I own.

After all, using rigid pricing requirements, such as those used in Heatseekers, means that we will avoid investing directly in significant trends like artificial intelligence, big data, driverless cars, e-commerce, hypersonic weapons, cybersecurity, and even cannabis.

These are all super exciting investment themes that fetch high multiples of revenues and often elusive profits.

But just because we avoid investing in these themes directly doesn’t mean we can’t take advantage of them indirectly.

So what’s one example of how we can do that? Simple…

Semiconductors.

Why?

­Because they represent one of the cheapest sectors in the stock market today.

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